Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$379K ﹤0.01%
+1,800
227
$372K ﹤0.01%
4,709
-619
228
$371K ﹤0.01%
4,380
-239
229
$366K ﹤0.01%
1,085
+547
230
$365K ﹤0.01%
5,392
-754
231
$354K ﹤0.01%
9,738
+30
232
$353K ﹤0.01%
1,357
+579
233
$353K ﹤0.01%
+13,833
234
$349K ﹤0.01%
4,248
235
$345K ﹤0.01%
5,334
236
$343K ﹤0.01%
4,669
+1,111
237
$340K ﹤0.01%
692
+72
238
$336K ﹤0.01%
4,059
-1,076
239
$336K ﹤0.01%
5,067
-1,005
240
$334K ﹤0.01%
+5,740
241
$329K ﹤0.01%
7,983
+741
242
$328K ﹤0.01%
+7,332
243
$327K ﹤0.01%
3,332
-212
244
$327K ﹤0.01%
+6,244
245
$323K ﹤0.01%
+5,188
246
$323K ﹤0.01%
4,195
+53
247
$320K ﹤0.01%
+1,931
248
$317K ﹤0.01%
1,280
-977
249
$317K ﹤0.01%
8,698
+2,696
250
$317K ﹤0.01%
2,072
+100
8 9
10
11 12